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HSBC Aggressive Hybrid Fund - Regular Growth

Fund House: HSBC Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 05-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
TER: 1.85% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,728.09 Cr As on 31-12-2024(Source:AMFI)
Turn over: 80% | Exit Load: Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
NAV as on 20-01-2025

53.361

0.23 (0.4271%)

CAGR Since Inception

12.72%

Benchmark: 11.66%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
AK Hybrid Balanced TRI
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Gold
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PPF
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Returns Type:
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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 6 Months
10 Years 5 Months
11 Years 4 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

This scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 10.71
Sharpe Ratio 0.61
Alpha 4.11
Beta 1.27
Yield to Maturity 7.48
Average Maturity 4.33

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
HSBC Aggressive Hybrid Fund - Regular Growth 05-01-2013 16.95 21.27 11.61 14.1 10.88
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 20.49 23.16 13.81 14.22 -
Kotak Equity Hybrid - Growth 25-11-1999 17.02 19.08 13.24 16.86 12.25
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 16.83 27.1 14.8 24.43 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.38 21.37 11.92 15.11 12.08
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 16.16 21.46 15.31 17.18 11.94
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 16.14 21.38 15.21 17.12 11.89
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 16.08 20.64 13.7 17.87 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 15.93 20.86 14.94 17.52 11.66
BANDHAN Hybrid Equity Fund-Regular Plan Growth 05-12-2016 15.62 18.51 11.34 15.21 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

16.85%

Others

23.48%

Large Cap

34.5%

Mid Cap

25.17%

Scheme Documents

There are no scheme documents available

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